logo

IRDM

Iridium Communications·NASDAQ
--
--(--)
--
--(--)

IRDM fundamentals

Iridium Communications (IRDM) released its earnings on Feb 12, 2026: revenue was 212.94M (YoY -0.02%), beat estimates; EPS was 0.24 (YoY -25.00%), missed estimates.
Revenue / YoY
212.94M
-0.02%
EPS / YoY
0.24
-25.00%
Report date
Feb 12, 2026
IRDM Earnings Call Summary for Q4,2025
  • Revenue Resilience: Q4 service revenue up 3% YoY, with IoT and voice/data growth offsetting broadband declines. Full-year OEBITDA +5%.
  • Strategic Investments: $200M+ revenue potential from PNT, IoT, and aviation by 2030. PNT ASIC enables assured positioning for IoT and safety.
  • Government Strength: $110.5M EMSS revenue in 2026, with SDA and Golden Dome contracts driving engineering growth.
  • Spectrum Opportunity: 9 MHz L-band spectrum could support NTN Direct, with PNT signal 1,000x stronger than GPS for in-building coverage.
  • Free Cash Flow: $318M guided for 2026, supporting dividend increases and capital returns.
EPS
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
-0.24-0.09-0.03-0.06-0.040.03-0.02-0.040.020.040.02-0.010.08-0.24-0.010.30.160.270.210.320.270.20.350.24
Forecast
-0.13-0.12-0.108-0.0828-0.0488-0.056-0.0348-0.03370.01050.0140.017-0.00120.01580.04290.0440.02420.13150.17110.20340.16150.21730.240.25690.25
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-84.62%
+25.00%
+72.22%
+27.54%
+18.03%
+153.57%
+42.53%
-18.69%
+90.48%
+185.71%
+17.65%
-733.33%
+406.33%
-659.44%
-122.73%
+1139.67%
+21.67%
+57.80%
+3.24%
+98.14%
+24.25%
-16.67%
+36.24%
-4.00%
Revenue
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------145.29M140.17M151.47M146.51M146.53M149.92M162.16M155.89M168.22M174.92M184.06M193.84M205.27M193.11M197.60M194.74M203.85M201.07M212.77M212.99M214.88M216.91M226.94M212.94M
Forecast
--------------------141.64M136.77M138.12M139.63M146.49M148.53M153.71M152.11M156.83M166.46M180.91M174.26M187.98M198.42M200.09M194.35M195.06M204.01M206.17M204.10M210.82M214.07M220.77M210.70M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+2.57%
+2.49%
+9.67%
+4.92%
+0.03%
+0.94%
+5.50%
+2.48%
+7.26%
+5.08%
+1.74%
+11.23%
+9.20%
-2.68%
-1.25%
+0.20%
+4.51%
-1.44%
+3.20%
+4.36%
+1.92%
+1.32%
+2.79%
+1.06%

Earnings Call